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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1326
Truepoint Inc
Ohio
$681K -$156K -654 -18%
GI
1327
GAMMA Investing
California
$680K +$635K +2,657 +646%
SF
1328
Seek First
California
$677K +$730K +3,055 New
LC
1329
Lincoln Capital
Nebraska
$677K +$280K +1,171 +56%
GWS
1330
Glassman Wealth Services
Virginia
$675K – – –
NG
1331
Northstar Group
New York
$675K -$7.16K -30 -1%
EFA
1332
Evernest Financial Advisors
Indiana
$667K – – –
PWW
1333
Pettyjohn Wood & White
Virginia
$666K +$478 +2 +0.1%
BFA
1334
Beaumont Financial Advisors
Massachusetts
$665K -$310K -1,300 -30%
SF
1335
Safeguard Financial
Wisconsin
$664K -$123K -513 -15%
MSA
1336
Marathon Strategic Advisors
Pennsylvania
$663K -$10.3K -43 -1%
AIM
1337
Advyzon Investment Management
Illinois
$660K -$66.9K -280 -9%
FC
1338
Family CFO
California
$659K – – –
LW
1339
Linscomb Wealth
Texas
$657K +$6.69K +28 +1%
RFS
1340
Richardson Financial Services
Massachusetts
$656K -$326K -1,367 -32%
AWA
1341
Amplius Wealth Advisors
Pennsylvania
$654K +$384K +1,609 +120%
WJA
1342
Willis Johnson & Associates
Texas
$654K -$38.7K -162 -5%
NCFG
1343
New Century Financial Group
New Jersey
$653K +$97.2K +407 +16%
GK
1344
Graney & King
New York
$652K -$88.1K -369 -11%
MPCL
1345
My Personal CFO LLC
Washington
$651K +$58.7K +246 +9%
WCWM
1346
Willow Creek Wealth Management
California
$650K +$82.4K +345 +13%
FC
1347
Fairscale Capital
New Hampshire
$648K +$13.6K +57 +2%
SVWAG
1348
Sound View Wealth Advisors Group
Georgia
$645K -$193K -808 -22%
PRP
1349
Peak Retirement Planning
Ohio
$644K -$3.8M -15,932 -85%
WP
1350
Westmount Partners
California
$641K +$338K +1,416 +96%
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